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Working agents and workflows together

Element Question answered
Agent Who deals with this request and with what purpose?
Workflow In what order execute several capabilities?
Capacity What business result should be achieved?
Connector Which external service does the action?
Permission Is the action automatic, confirmed or blocked?

Example

A “Commercial” agent receives an appointment request. It can use a workflow “Qualification then appointment”. Workflow first checks the contact in the CRM, then the calendar availability, then creates the event. Permissions can leave automatic readings and ask for confirmation before creation.

  1. leave the agent’s goal;
  2. Create the necessary capabilities;
  3. use workflow only if order counts;
  4. explicitly authorize this workflow to agent;
  5. configure permissions before publishing.